Act! Software tracks interactions, transactions, schedules and tasks. It is used by business owners, sales professionals, real estate agents, bankers, financial planners, brokers, and manufacturing reps to track client information. ACT! Link for use with QuickBooks bridges the QuickBooks accounting information to matching customers, contacts, and vendors within ACT!.
ACT! Software helps selling professionals and small businesses to make contact and build relationships. ACT! assists individuals and small business customers access contact and customer information, manage and prioritize activities, and track all contact-related tasks. With 2.6 million users and 35,000 corporate accounts, ACT is the #1 selling contact and customer management solution.
When using ACT! Link, users can see QuickBooks transactions within ACT!. The QuickBooks Link tab displays Invoices, Estimates, Credits, Receivables, Sales Summary, Payments, Purchase Orders, Bills, Account Balance, Past Dues, Aging and more. In the figure below, you can see the contact detail for a customer along with the information about the associated customer record in QuickBooks.
QuickBooks users can also generate invoices, time tracking, and estimates in QuickBooks directly from closed sales and opportunities within ACT!.
ACT! Link for use with QuickBooks is a bi-directional or single directional conduit for moving and exchanging customer data with QuickBooks to help minimize double data entry and keep both applications up to date.
For more information about ACT and linking to QuickBooks, visit www.act.com/actlinkpremierpro.